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Sustainable Investment Funds

Morningstar defines a strategy as a “Sustainable Investment” if it is described as focusing on sustainability, impact, or environmental, social, and governance (ESG) factors in its prospectus or other regulatory filings. This classification does not measure how Morningstar rates the effectiveness of the fund’s sustainable strategy. Instead, it reflects the fund’s stated objectives.

Use this screener tool to find funds that meet your ESG criteria.

Fund Name
Morningstar Category
Sustainable Investment
Sustainability Rating
Low Carbon Designation
Representative Cost
Morningstar Rating for Funds
BlackRock Global Funds - European Fund D2 USD Hedged Other Equity No Yes 1.06
PIMCO GIS Income Fund Administrative SGD (Hedged) Income Other Bond No Yes 1.10
PIMCO GIS Income Fund E Class USD Accumulation Global Flexible Bond - USD Hedged No Yes 1.50
PIMCO GIS Income Fund Administrative USD Income Global Flexible Bond - USD Hedged No Yes 1.10
Ninety One Global Strategy Fund - Global Franchise Fund A Acc SGD Hedged (Reference) Other Equity No Yes 1.90
Fidelity Funds - European Dividend Fund A-MINCOME(G)-EUR Europe Equity Income No No 1.94
AB SICAV I - Low Volatility Equity Portfolio A EUR H Acc Other Equity No Yes 1.67
BNY Mellon Long-Term Global Equity Fund Sterling W Acc Global Large-Cap Growth Equity No Yes 0.82
AB SICAV I - Low Volatility Equity Portfolio I Acc Global Large-Cap Blend Equity No Yes 0.87
BOCHK RMB Fixed Income A HKD RMB Bond - Onshore No Yes 1.07
AB SICAV I - Low Volatility Equity Portfolio A USD Acc Global Large-Cap Blend Equity No Yes 1.67
BOCHK RMB Fixed Income A USD RMB Bond - Onshore No Yes 1.07
AB SICAV I - Low Volatility Equity Portfolio S1 EUR H Acc Other Equity No Yes 0.57
BlackRock Global Funds - Global Equity Income Fund D2 CHF Hedged Other Equity No No 1.07
JPMorgan Asia Equity High Income Fund (acc) - AUD Asia-Pacific ex-Japan Equity Income No Yes 1.80
AB SICAV I - Low Volatility Equity Portfolio I EUR H Acc Other Equity No Yes 0.87
AB SICAV I - Low Volatility Equity Portfolio S EUR H Acc Other Equity No Yes 0.06
Allianz Global Investors Fund - Allianz China Equity P USD China Equity No Yes 1.33
PIMCO GIS Global Bond Fund Institutional EUR (Currency Exposure) Accumulation Global Diversified Bond - USD Hedged No 0.50
PIMCO GIS Total Return Bond Fund M Retail HKD (Unhedged) Income USD Diversified Bond No Yes 1.40
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